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Insights & Knowledge

Read some of our expert written research pieces

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Exercise or Convert? How to Think About Your Incentive Stock Options (ISOs)

April 4, 2024

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Unlocking Employee Equity: Three Ways Companies Can Make Their Equity Terms More Friendly

February 21, 2024

What to Consider When Using a Loan to Access Liquidity from Pre-IPO Shares

December 14, 2023

Navigating Recessions: A Roadmap for Private Company Equity-Holders

November 16, 2023

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What to Consider if Your Company Might be Acquired

October 24, 2023

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Exploring Equity Grants: Delving into OpenAI’s Profit Participation Units (PPUs) and Beyond

September 13, 2023

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Navigating Tech M&A in a Shifting Landscape

August 30, 2023

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Cava’s IPO and the Future of the IPO Market: Navigating Optimism and Uncertainties

August 8, 2023

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Valuing Your Equity Today and in the Future

August 1, 2023

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Unlocking Value: Why Stripe Turned to a Tender Offer

June 2, 2023